It is possible to install and configure Peeklogic Jira Connector in 7 minutes. Though first attempt may take a bit longer time. Watch our video how to install and configure Peeklogic Jira Connector for 7 minutes and install Peeklogic Jira Connector into your Salesforce environment directly from Salesforce AppExchange
Click Buy Now button to proceed with installation. Follow the steps at Salesforce AppExchange to proceed with installation
There are 2 types of Named Credentials: Named Principal and Per User.
Common between them is:
Difference between them is:
Navigate to Setup / type in search Named Credentials / click New(or click on Arrow and New Legacy) to create Named Credential to Authorize to Jira from Salesforce. Click Save
IMPORTANT:
If you are using Jira Cloud:
Generate API token on Jira site using this link, and use the generated API token instead of password when creating Named Credentials. So the password field on the screenshot below should actually contain the API token, but not a password to Jira.
If you are using Jira Server:
Just enter Jira user username and Jira user password. In this case, you would not need to generate a token.
More information how to create Named Credentials Named Principal you can see in Topic
1) Navigate to Setup / type in search Named Credentials / click New(or click on Arrow and New Legacy) to create Named Credential to Authorize to Jira from Salesforce. Click Save
2) Grant access to Per User Named Credentials for Profiles (Assign Salesforce Named Credentials to Profiles)
3) Each Salesforce user, after his profile is assigned permissions to Named Credentials, would need to generate a Jira token for him self, and then go to personal settings and Create Authentication Settings for External Systems, pasting his Jira Username and Jira Token into Password field:
More information how to create Named Credentials Per User you can see in Topic
Go to Salesforce App Launcher and type Peeklogic Jira Connector in Search to find the AppExchange Application. Click on the app name and go to Setup tab to access Peeklogic Jira Connector Configuration Settings
Select named credential you created in the previous step and click Save. This will link Peeklogic Jira Connector with your Atlassian Jira Instance.
Click add New Projects to add Jira Projects, and make them available. This will allow users to create Jira Issues within projects you add at this step
This will allow to configure each Jira Issue type’s fields and make them available for Salesforce Users
Similar to previous steps – select Jira Project fields you wish to be available and visible for Salesforce users when viewing or creating Jira Issues from Salesforce
Those fields will be available for users when viewing or creating Jira issue from Salesforce
Peeklogic Jira Connector allows you to link Jira issues to any Standard or Custom Salesforce object’s record, such as Cases, Accounts, Opportunities, and any other object.
Click Edit Page to add a JiraContent lightning component the layout of any standard or custom object, which will allow to link Jira issues to Salesforce Records
Adding JiraContent Lightning component will allow you to:
At this screen you’ll see Projects you made available at Step 5 and fields, you allowed Salesforce users to see at Step 8
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